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The QCOM Setup: Why Edge Inference is the key, and what makes QCOM so special
A supply chain scoop, a $45B automotive pipeline, and 39 analyst desks still running a 2022 model.*
May 26
•
Rohit Chauhan
1
The Onchain Inference Trade
The inference cycle is running. Decentralized providers have carved moats in the three places Web2 cannot go.
May 22
•
Rohit Chauhan
1
1
How I Structure Every Research Note (And Why Most Investment Research Is Theater)
Most investment research is written for engagement, not accountability.
May 15
•
Rohit Chauhan
March 2026
Tether AI: The Genius of Low-Rank Adapation or LoRA
Tether's QVAC Fabric dropped today: the world's first cross-platform BitNet + LoRA Framework
Mar 17
•
Rohit Chauhan
2
1
The Wattage Waterfall of Compute
A single GB200 NVL72 rack draws ~120kW. A standard office building draws ~50-100kW. One AI training rack consumes more power than the entire building…
Mar 5
•
Rohit Chauhan
3
3
February 2026
The Physics Behind the AI Trade
Why Thermodynamics, Not Narratives, Decides Where Value Accrues in the AI Trade
Feb 27
•
Rohit Chauhan
3
1
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